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Suzanne S. Barnhill[_3_] Suzanne S. Barnhill[_3_] is offline
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Default form documents

You may be referring to FILLIN fields. Stefan's suggestion of form fields or
content controls is better, but the Rolls Royce of solutions is a UserForm;
see
http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm and/or
http://gregmaxey.mvps.org/word_tip_p..._userform.html.

wrote in message
...

Apologies if this is a really simple question but i am seeking some
guidance. I am wanting to set up a template letter with much of the generic
information in it already - however I then want to personalise it with the
datkl of our discussion. As an example (I am an insurance adviser) I will
visit a client for a formal review and then send a statement of advice
around the points relevant to the discussion.

In the past I used something or other whereby each section to be altered ws
completed by a little box that appeared - I would fill in the text into the
box and there might have been 6 or 7 of them. Once completed it created the
letter - templated with generic detail but personalised with the individual
detail

Can anyone please point me towards the terminology to use and if possible
training material or demo

thanks \\Tony